MAP Global Equity Composite
The Global Equity strategy seeks to generate long-term growth of capital by investing in a focused portfolio of global equities. The strategy employs no leverage and the use of derivatives is limited to opportunistically writing calls against select equity positions.
MAP Balanced Composite
The Balanced strategy seeks to preserve capital while generating current income and moderate long-term capital growth. Investments are allocated between fixed income securities, combined with selected domestic and foreign stocks and interest-bearing cash reserves, depending upon market conditions. Covered calls may be employed to enhance the income stream.
MAP Capital Preservation and Income Composite
The MAP Capital Preservation and Income (CP&I) strategy is focused on capital preservation, low volatility and generating current income. Investments may include, but are not limited to, money market accounts, U.S. government, municipal, corporate, and international bonds with very limited exposure to dividend paying stocks and covered call writing strategies when approved by the client.